Private Client

Trust and Estates Administration and Litigation

Administration of Trusts and Decedent's Estates
If you serve as a trustee of a trust or as a personal representative of a decedent's estate, you face many complicated responsibilities. We can assist and advise you by, among other things, handling the following:

• Preparing estate and inheritance tax returns
• Post-death estate planning, such as the use of disclaimers
• Probate administration, including appointing personal representatives and preparing and filing accountings and inventories
• Trust administration
• Re-titling and transferring assets to trusts and other beneficiaries
• Preparing trust and estate income tax returns
• Transitioning businesses to the next generation

We will work with you to make sure that a decedent's estate planning goals are accomplished and that the necessary taxes are timely paid. In addition, we have experience serving as personal representatives and trustees, and take seriously the obligations that such appointments impose.

Trust, Estate and Tax Litigation
From time to time, the administration of a trust or estate may lead to conflicts that require litigation. We have significant experience representing clients in tax controversies with the Internal Revenue Service. In addition, our litigation attorneys represent trustees, personal representatives, and beneficiaries in disputes over trust and estate administration, such as will contests, trust constructions, and claims for breach of fiduciary duty.